ShareSecure
Differentiate Your Firm.
Secure Capital.
Build LP Loyalty.
A LP portal and virtual data room where every interaction builds a stronger partnership.
With ShareSecure, you can go beyond simply sharing documents—engage your investors with personalized landing pages and tailored experiences. Altvia’s integrated portal empowers your firm to securely distribute sensitive information while creating interactive touch points that strengthen relationships and build trust with your investors, helping you stand out in the alternative market.
Design custom home pages that not only reflect your firm’s brand but also meet the unique needs of your investors with ShareSecure’s landing page functionality.
- Showcase tailored content and key documents based on each investor’s preferences.
- Reinforce your firm’s brand identity with a branded, intuitive portal.
- Provide a superior user experience that enhances investor engagement and retention.
Effectively manage and segment investor data with ShareSecure’s workspace functionality, keeping information organized and accessible.
- Create distinct portals data rooms for specific funds, investors, advisors, and more
- Easily manage permissions to control access to sensitive documents.
- Improve organization by securely segmenting data based on investor type of business use case.
Altvia’s Correspond Investor Edition and ShareSecure work hand-in-hand to simplify how you distribute information and communicate with investors—ensuring an effortless experience for both you and your LPs.
- Streamline communication by syncing data between your CRM and investor portal for real-time updates.
- Automate the distribution of key documents and reports directly from your CRM to the portal.
- Reduce manual tasks and ensure a consistent, personalized investor experience across every touchpoint.
Design custom home pages that not only reflect your firm’s brand but also meet the unique needs of your investors with ShareSecure’s landing page functionality.
- Showcase tailored content and key documents based on each investor’s preferences.
- Reinforce your firm’s brand identity with a branded, intuitive portal.
- Provide a superior user experience that enhances investor engagement and retention.
Effectively manage and segment investor data with ShareSecure’s workspace functionality, keeping information organized and accessible.
- Create distinct portals data rooms for specific funds, investors, advisors, and more
- Easily manage permissions to control access to sensitive documents.
- Improve organization by securely segmenting data based on investor type of business use case.
Altvia’s Correspond Investor Edition and ShareSecure work hand-in-hand to simplify how you distribute information and communicate with investors—ensuring an effortless experience for both you and your LPs.
- Streamline communication by syncing data between your CRM and investor portal for real-time updates.
- Automate the distribution of key documents and reports directly from your CRM to the portal.
- Reduce manual tasks and ensure a consistent, personalized investor experience across every touchpoint.
Hear Why Our Clients Love ShareSecure
“Leveraging a system that had the ability to save down investor commitments, allocate capital calls directly, generate PDFs then send documents out or post them to a portal was the solution that we needed.”
Jenna Greenspan
Director of Capital Development, Redesign Health
Read a case study to hear how Altvia’s software can help you as your firm grows, your funds multiply, and your LP base expands.
Resources
Altvia Launches Powerful Upgrade to ShareSecure: Landing Pages and Workspaces
There is now a better way to uplevel your fundraising and transform your client partnerships with ShareSecure landing pages and workspaces.
Podcast: OnboardingBridge: Bridging the Gaps of Investor Onboarding
Tim Flannery, co-founder and CEO of Passthrough, returns to discuss investor onboarding integrations with private equity CRMs.
Blog: 15 Steps to Fundraise a New PE/VC Fund
From building a backing of strong connections to empowering LPs with data-driven insights, no detail can be overlooked.
Case Study: Cendana Capital
Cendana Capital’s Need for a Scalable CRM Leads Them to Altvia.
Our Clients' Results Speak For Themselves:
98%
OF ALTVIA CLIENTS
rank Altvia as their #1 firm software.
200+
HOURS SAVED
per person annually on internal workflows.
8 years
IS AVERAGE TENURE
of Altvia’s client base.
Unlock the Future of
Investor Engagement.
Elevate your firm’s communication with ShareSecure—deliver personalized experiences, build stronger relationships, and securely share critical information. Start creating impactful connections today.
